The timeline gives you a chronological record of significant changes made to a data record, so you can track updates, see who made them, and jump directly to the source.
Where the Timeline Is Available
The timeline is available for these record types:
Contacts
Projects
Organizations
Activities
Issues
Tickets
Choose How to View the Timeline
You can access the timeline in several places within the interface:
Tabs — within the record's own user interface.
Sidebar — for quick access without leaving the current view.
Power-View — for consolidated insights across records.
Portrait Mode — a responsive layout for mobile devices.
Interact with Timeline Entries
Each entry is clickable and supports filtering and search:
Click an entry — opens the record that triggered the change, so you can review the details or take action.
'Filter' — narrows the list to a specific record type (for example, show only changes from Notes or Emails).
'Search' — lets you find a specific change by keyword or phrase.
Understand What Each Entry Shows
Every timeline entry includes:
Timestamp — when the change was applied.
User — who triggered the change.
Error indicator — entries displayed in bold text mean an error occurred while processing the related record.
Common Uses
Maintaining an audit trail for compliance purposes.
Quickly navigating to recent changes across a record.